The news that a Google quantum computer recently discovered a previously unobserved exotic phase of matter made me wonder whether quantum is going to be the next big accelerator in …
AI Infrastructure Newsletter
- AI Infrastructure Newsletter
- AI Infrastructure Newsletter
With latest UAE deal, Microsoft continues aggressive evolution from primarily software to cloud and AI infrastructure
In sharp contrast to President Trump’s statement on 60 Minutes that only U.S. customers should have access to the top-end Blackwell chips offered by Nvidia, Microsoft the next day announced …
- AI Infrastructure Newsletter
In David-and-Goliath world, Colovore draws contrasts and similarities to GW-scale neocloud, hyperscale DC campuses
With so much focus on huge DCs from SoftBank, Amazon, Meta, and Google, it’s easy to forget the innovation of smaller footprints that offer 8- 20 MW chunks to enterprises …
- AI Infrastructure Newsletter
Telcos and enterprises look to the future with current AI infrastructure investments and decision-making
In many sectors, AI projects die in pilot purgatory, but telecom has managed to make substantial, practical AI implementations, particularly in network optimization, predictive maintenance and customer service.
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When it comes to AI infrastructure, “The bubble is the correction, not the collapse,” said Khasm Labs CEO Jim Brisimitzis in a compelling RCR Wireless Reader Forum entry.
- AI Infrastructure Newsletter
Sovereign AI and specialized infrastructure are strategic imperatives in the AI landscape
Some communication service providers (CSPs) want to monetize their fiber networks, edge facilities, and data centers through GPU-as-a-service (GPUaaS) offerings, but AI and 6G infrastructure expert Vish Nandlall warns of …
- AI Infrastructure Newsletter
The restructured OpenAI – Microsoft relationship creates as many questions as it answers
While uncertainty about OpenAI’s governance and Microsoft’s stake is clarified, the deal introduces confusion about the definition of AGI and the entangled nature of competition in AI.
- AI Infrastructure Newsletter
Chips, data centers and engineers: All are evolving rapidly in the world of AI infrastructure
The economic and manufacturing challenges of creating monolithic chips is driving an evolution toward chiplet-based designs: small, functional blocks of silicon, each optimized for a specific task and combined within …
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Reliable network connectivity will be crucial to AI development and deployment in small communities. AI workloads and large-scale data center developments are accelerating the need for connectivity among hyperscale campuses, …
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The need for connectivity, performance, and resiliency has pushed companies to work across geographic boundaries and competencies, with hyperscalers, telcos, hardware manufacturers, and other stakeholders working together in novel ways.